The design of your business case sends a powerful signal. A document covered in your company's branding screams "sales material" and is perceived as biased. Instead, use a plain white page with the customer's logo and list the internal buying team as the author to make it feel like an internal, co-created document.

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For professional B2B collateral, standard AI image generators often produce generic or cartoonish results. Use a tool like Reeve.art, which built on its own image LLMs, to create realistic mock-ups that accurately incorporate brand elements like logos and colors.

Stop trying to convince executives to adopt your priorities. Instead, identify their existing strategic initiatives—often with internal code names—and frame your solution as an accelerator for what they're already sold on doing. This dramatically reduces friction and speeds up deals.

Brands using AI to write RFPs are a red flag. These documents are easy to spot and lack the specific, human insight needed for a quality response. Briefs should come directly from senior decision-makers to clearly articulate the business's actual needs.

To get buy-in from skeptical, business-focused stakeholders, avoid jargon about user needs. Instead, frame discovery as a method to protect the company's investment in the product team, ensuring you don't build things nobody uses and burn money. This aligns product work with financial prudence.

Sellers often adopt an overly formal, academic persona when speaking to executives, which creates distance. In reality, executive conversations are simple, direct, and unpretentious. Drop the jargon and complicated words. Your goal is clear communication, not demonstrating your vocabulary.

Marketing often mistakenly positions the product as the hero of the story. The correct framing is to position the customer as the hero on a journey. Your product is merely the powerful tool or guide that empowers them to solve their problem and achieve success, which is a more resonant and effective narrative.

Drawing from experience at Typeform, the founders believe that low-quality internal materials inevitably lower the bar for customer-facing work. They enforce strict branding even for internal video messages to maintain a high quality standard across the entire company culture.

When reviewing a shared business case, look for red ink—comments, changes, and edits from the buying team. This signifies ownership and conviction. A document with zero changes indicates shallow discovery and a lack of internal buy-in, making it a powerful negative signal for the deal's health.

Don't just hand your champion a perfectly polished soundbite or business case. The act of creating it together—getting their feedback, edits, and "red lines"—is what builds their ownership and conviction. This process ensures they internalize the message and can confidently sell it on your behalf.

A common marketing mistake is being product-centric. Instead of selling a pre-packaged product, first identify the customer's primary business challenge. Then, frame and adapt your offering as the specific solution to that problem, ensuring immediate relevance and value.